To emphasize a specific part of a chart, you can use the rectangle or oval highlight tool. You can use just the shape tool or, if you want to add a text note to associate with the highlighted area, select the icon with the “T” inside.


We will offer a rectangle-with-text as an example. Click anywhere you want to begin the highlight, drag the mouse, and click a second time to complete the rectangle. You can easily move it later, so don’t worry if it isn’t perfect the first time.


The moment you do the second click, a dialog box comes up which lets you enter any text (up to 900 characters) that you’d like to appear when mousing over the highlighted section of the chart. You don’t have to enter any text at all; if you just want the highlight by itself, click the “X” in the upper right of the dialog box to dismiss it. If you do want text, enter it and click the Save button when you are done.


Now this text is preserved as a part of this highlight (and you can have as many highlights on a chart as you want). When you place your mouse pointer over the highlight, the text will appear.


If you decide to edit the text later (or eliminate it completely), just right-click on the highlight and choose Text Note from the menu which appears. You can use this same menu to alter the color of the highlight.


What you enter in a text note is utterly up to you; it could be as varied as:

  • Personal notations (“Bought 500 shares @ $13.25”)
  • Company news (“Disappointing earnings caused 7% drop”)
  • Technical remarks (“Breakout from cup-with-handle pattern”)
  • Or longer text blocks with information that help you understand, historically, why a given financial instrument moved in some particular way.